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Name Holding Trade Value Shares
Change
Change in
Stake
CT
1851
Caldwell Trust
Florida
$60.6K -$26.3K -90 -32%
TF
1852
Tompkins Financial
New York
$60.6K +$1.46K +5 +3%
CYG
1853
Clean Yield Group
Vermont
$58.4K
TFM
1854
TFC Financial Management
Massachusetts
$57.1K
ETS
1855
ESL Trust Services
New York
$56.2K -$1.17K -4 -2%
AFG
1856
Albion Financial Group
Utah
$55.9K +$1.46K +5 +3%
IW
1857
Imprint Wealth
South Carolina
$54.9K -$51.5K -176 -50%
TC
1858
Truvestments Capital
Florida
$54.7K +$1.17K +4 +2%
OA
1859
Operose Advisors
Wisconsin
$54K -$1.46K -5 -3%
LWM
1860
Lodestone Wealth Management
Washington
$53.5K +$50.3K +172 New
JFA
1861
JNBA Financial Advisors
Minnesota
$52.7K -$2.92K -10 -6%
CHC
1862
City Holding Co
West Virginia
$52.7K +$14.9K +51 +43%
S
1863
Sachetta
Massachusetts
$52.4K -$1.17K -4 -2%
EWP
1864
Elevation Wealth Partners
California
$52.4K +$3.8K +13 +8%
MSWA
1865
Marshall & Sterling Wealth Advisors
New York
$52.4K -$1.75K -6 -3%
HWA
1866
HHM Wealth Advisors
Tennessee
$52.3K
Loomis, Sayles & Company
1867
Loomis, Sayles & Company
Massachusetts
$52.1K -$1.75K -6 -3%
SA
1868
Scarborough Advisors
Maryland
$52.1K
PPL
1869
Planning Project LLC
Texas
$51.8K +$48.5K +166 New
OAJ
1870
Ogorek Anthony Joseph
New York
$51K -$4.68K -16 -9%
BOTPPF
1871
Board of the Pension Protection Fund
United Kingdom
$49.9K -$392K -1,340 -89%
TWM
1872
Tripletail Wealth Management
Florida
$49.9K -$5.56K -19 -11%
FISPB
1873
Fideuram - Intesa Sanpaolo Private Banking
$48.7K +$45.6K +156 New
NL
1874
Navalign LLC
California
$48.7K +$45.6K +156 New
KFI
1875
Key Financial Inc
Pennsylvania
$47.1K